Ranch Capital Advisors Inc.
- Regulatory AUM
- $386M
- Discretionary
- $386M
- Clients
- 425
- Avg AUM / client
- $907K
- Accounts
- 1,147
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 311 | $109M | 28.2% |
| High net worth individuals | 114 | $277M | 71.8% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Elissa Ann Lovell | Chief Compliance Officer | CFP | Apr 2019 (7y) | Less than 5% |
| Gregory Thomas Pacitti | Shareholder | CFP | Apr 2019 (7y) | ≈ 37.5% – 75% via Ranch Cap Holdings Inc. |
| Bradley Scott Tremitiere | Shareholder | Jul 2021 (5y) | ≈ 18.75% – 50% via Ranch Cap Holdings Inc. | |
| Abigail Updike Skipper | Registered representative | Dec 2019 (7y) | ||
| Susanna H Walsh | Registered representative | Nov 2021 (5y) | ||
| Ryan J Mcmahon | Registered representative | CFP | Oct 2023 (3y) | |
| Payton Andrew Moyer | Registered representative | Oct 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ranch Cap Holdings Inc. | Owner | Jan 2022 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Gregory Thomas Pacitti: 50% – 75% of Ranch Cap Holdings Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Bradley Scott Tremitiere: 25% – 50% of Ranch Cap Holdings Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/06/2026 | 898 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • FINANCIAL COACHING SERVICE
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $375M (97% of AUM) Jul 2026
- TD Ameritrade $204M (90% of AUM) Aug 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 06, 2026.
View current Form ADV (SEC/IAPD) ↗